Jefferies Group's TLT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 85,050 shares of iShares 20+ Year Treasury Bond ETF (TLT) worth $7.37 M, representing 0.05% of the portfolio. First purchased in 2016-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in TLT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 451,300 shares. Largest reduction occurred in Q1 2023, reducing 451,300 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares 20+ Year Treasury Bond ETF (TLT) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 20+ Year Treasury Bond ETF (TLT) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +85,050 | New Buy | 85,050 | $86.69 |
| Q2 2025 | -20,000 | Sold Out | 0 | $0.00 |
| Q1 2025 | +20,000 | New Buy | 20,000 | $91.03 |
| Q3 2024 | -29,569 | Sold Out | 0 | $0.00 |
| Q2 2024 | +25,823 | Add 689.35% | 29,569 | $91.78 |
| Q1 2024 | -142,659 | Reduce 97.44% | 3,746 | $94.62 |
| Q4 2023 | -122,054 | Reduce 45.46% | 146,405 | $98.88 |
| Q3 2023 | +260,459 | Add 3255.74% | 268,459 | $88.69 |
| Q2 2023 | +8,000 | New Buy | 8,000 | $102.94 |
| Q1 2023 | -451,300 | Sold Out | 0 | $0.00 |
| Q4 2022 | +451,300 | New Buy | 451,300 | $99.56 |
| Q1 2017 | -37,853 | Sold Out | 0 | $0.00 |
| Q4 2016 | +37,853 | New Buy | 37,853 | $119.12 |
| Q3 2016 | -49,008 | Sold Out | 0 | $0.00 |
| Q2 2016 | +21,223 | Add 76.38% | 49,008 | $138.90 |
| Q1 2016 | +27,785 | New Buy | 27,785 | $129.67 |
Jefferies Group's iShares 20+ Year Treasury Bond ETF Investment FAQs
Jefferies Group first purchased iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2016, acquiring 27,785 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares 20+ Year Treasury Bond ETF (TLT) for 16 quarters since Q1 2016.
Jefferies Group's largest addition to iShares 20+ Year Treasury Bond ETF (TLT) was in Q4 2022, adding 451,300 shares worth $44.93 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 85,050 shares of iShares 20+ Year Treasury Bond ETF (TLT), valued at approximately $7.37 M.
As of the Q1 2026 filing, iShares 20+ Year Treasury Bond ETF (TLT) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares 20+ Year Treasury Bond ETF (TLT) was 451,300 shares, as reported at the end of Q4 2022.